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CosmoLex vs SmartVault

CosmoLex logo

CosmoLex

7.8#1 in legal crm softwareFrom $49 a month
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SmartVault

7.2#6 in legal document management softwareFrom $85 a month
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What both publish

FactCosmoLexSmartVault
EncryptionTraffic is protected by 256-bit SSL encryption and stored data is encrypted at rest.The security page says data is encrypted in transit and at rest using AES-256 and that multi-factor authentication is enforced platform-wide.
Founded20132008
HeadquartersWest Palm Beach, Florida, United StatesSmartVault lists Houston, USA, and Cambridge, UK, as its locations.
IntegrationsOfficial integrations cover Gmail, GSuite, Apple Mail, Yahoo Mail, Outlook, Box, Dropbox, Google Drive, NetDocuments, OneDrive, Google Calendar, Office 365 Calendar, LawPay, and Zapier.Listed integrations include Intuit Lacerte, ProConnect, ProSeries, Thomson Reuters UltraTax CS, DrakeTax, CCH, QuickBooks, and DocuSign.
ProductCosmoLex is cloud-based law practice management software combining trust and business accounting, time tracking, billing, email and document management, tasks, and calendaring in one application.SmartVault is a cloud-based document management and client portal platform for collecting, storing, sharing, signing, and managing client documents.
SupportEvery plan includes onboarding, a knowledge base, group training classes, and support by phone, chat, or email.The pricing page lists U.S.-based phone, email, and chat support, plus an on-demand training portal.

CosmoLex plans

  • Launch$49 a month
  • Core$99 a month
  • Pro$129 a month

SmartVault plans

  • SmartRequestAI bundle$12.50, paid once
  • Accounting Pro$85 a month
  • Business Pro$85 a month
  • Accounting Unlimited$110 a month

Pick CosmoLex if…

CosmoLex is aimed at small and mid-sized law firms looking to manage matters, accounting, billing, and client collaboration in one platform. Mobile apps are included with a subscription or trial.

Pick SmartVault if…

You want what its maker publishes above — check its page for the details.

Charts they share